Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

iShares MSCI Singapore ETF / Technical Analysis

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this link: <a href="http://www.screencast.com/t/Q62bBpWHRaq" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/Q62bBpWHRaq&amp;source=gmail&amp;ust=1472091338782000&amp;usg=AFQjCNHNs2pB-fgJB3yUwMgXZFoZrmW2lQ">http://www.screencast.com/t/Q62bBpWHRaq</a> 9:09 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/125/original/CPG%20FRONT%20COVER.png?1472005019" class="editor-image img-responsive" data-smartkarma-image-id="12125"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY slide from 96.50 met 94.40 which was a level just above 94.10 support, revised our support level and dollar bounce call. 95.30 immediate resistance is the level to challenge with a bigger barrier back at 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.00 (would induce a weaker USD). Macro support…

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this link: http://www.screencast.com/t/Q62bBpWHRaq 9:09 min.FX webcast DXY slide from 96.50 met 94.40 which was a level just above 94.10 support, revised our support level and dollar bounce call. 95.30 immediate resistance is the level to challenge with a bigger barrier back at 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.00 (would induce a weaker USD). Macro support…

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

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Industrial output improves: Industrial output rose 2.1% y/y in Jun 16, up from a 1.1% y/y gain in May 16 while exports remained challenged. Manufacturing production is being hurt by supply bottlenecks in food-related manufacturing.</li>
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Inflationary pressures likely: Consumer prices rose 6.1% y/y in Jul 16, up from a 5.8% y/y gain in Jun 16, breaching the RBI’s ceiling of 5%. Wholesale prices surged by 3.5% y/y in Jul 16, up from a 1.6% y/y gain in Jun 16.</li>
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The government appointed a credible inflation…</li>
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Industrial output improves: Industrial output rose 2.1% y/y in Jun 16, up from a 1.1% y/y gain in May 16 while exports remained challenged. Manufacturing production is being hurt by supply bottlenecks in food-related manufacturing.

Inflationary pressures likely: Consumer prices rose 6.1% y/y in Jul 16, up from a 5.8% y/y gain in Jun 16, breaching the RBI’s ceiling of 5%. Wholesale prices surged by 3.5% y/y in Jul 16, up from a 1.6% y/y gain in Jun 16.

The government appointed a credible inflation…


Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Deputy Governor Urjit Patel will be elevated to Governor of the RBI (Reserve Bank of India) when Raghuram Rajan's term ends in a fortnight. Dr Patel is a safe choice who ensures complete continuity in monetary policy, with the added advantage of not being a "rock star" who could rock the political boat with out-of-turn comments on non-economic topics. Central bank governors rarely make overtly political statements about issues that have nothing to do with economic policy, as Raghuram Rajan…

Deputy Governor Urjit Patel will be elevated to Governor of the RBI (Reserve Bank of India) when Raghuram Rajan's term ends in a fortnight. Dr Patel is a safe choice who ensures complete continuity in monetary policy, with the added advantage of not being a "rock star" who could rock the political boat with out-of-turn comments on non-economic topics. Central bank governors rarely make overtly political statements about issues that have nothing to do with economic policy, as Raghuram Rajan…

Continuity and Discretion Are the New RBI Governor's Traits

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next governor of the Reserve Bank of India, the govt has sent a clear message to the investor community that it is business as usual even after the end of incumbent Rajan's term on 4th Sep'16.  Quite like the incumbent, Dr Patel also has excellent creds with his education at top global schools and then extensive work in public policy at IMF, Ministry of Finance…

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next governor of the Reserve Bank of India, the govt has sent a clear message to the investor community that it is business as usual even after the end of incumbent Rajan's term on 4th Sep'16.  Quite like the incumbent, Dr Patel also has excellent creds with his education at top global schools and then extensive work in public policy at IMF, Ministry of Finance…

Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...

David Riedel

Dollar Bounce Targets

Chartonics FX webcast Sunday 21 August 2016FX trades and dollar bounce targetsTo view click on this...

Thomas Schroeder

India: Pressure on the New RBI Governor

Industrial output improves: Industrial output rose 2.1% y/y in Jun 16, up from a 1.1% y/y gain in May 16 while exports remained challenged....

Jason Tan

Continuity and Discretion Are the New RBI Governor's Traits

Deputy Governor Urjit Patel will be elevated to Governor of the RBI (Reserve Bank of India) when Raghuram Rajan's term ends in a fortnight. Dr...

Prasenjit K. Basu

Quick Event Wrap: Sound Choice by Govt in Urjit Patel; India GST Plans Speed Up; Traders Corner-INR

Govt decision to appoint Urjit Patel as next RBI Governor will assuage investor concernsIn its decision to appoint Dr Urjit Patel as the next...

Asia Advisors